Oct 25, 2026 8:41 p.m.
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Shenhua Auction: Futures pullback and firmer reserve floors slam liquidity as buyers dig in
15 Oct 2026 Liquidity evaporated across Shenhua Baotou Coal Chemical Co.’s trading platform on Thursday, plunging to 29.2% for homo-PP yarn while PE offerings suffered total wipeouts, as firmer opening reserve floors collided with a retreating Dalian Commodity Exchange (DCE) and acute downstream resistance.
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15 Oct 2026

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Market Flash - 15 October 2026

A selloff on the Dalian Commodity Exchange halted a five-session climb in China's domestic PP and PE markets on Thursday, although suppliers argued the spillover would be limited, given that Chinese and regional prices rest on a severe curtailment of physical supply rather than speculation
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15 Oct 2026

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Fourth straight cut: Thai PE offers to Indonesia fall against a firming region

The Thai HDPE and LLDPE film prices into Indonesia have now declined for four straight weeks, while LDPE reversed course after last week’s reduction.
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15 Oct 2026

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China’s PET market trims post-holiday spike as winter lull caps two-month uptrend

China’s PET bottle market pared back a fraction of last week’s sharp post-Golden Week spike this week, as sluggish fourth-quarter demand triggered a minor downward correction again after a two-month uptrend since early August pushed prices close to their late-April peak.
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15 Oct 2026

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China Morning Snapshot – 15 October 2026

PP and LLDPE January 2027 futures on the Dalian Commodity Exchange (DCE) softened during the morning session, weighing on market sentiment after several days of gains since China's Golden Week reopening. The decline marked the first loss for the LLDPE contract since trading resumed on 8 October.
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14 Oct 2026

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Shenhua Auction: Deep discounts to spot market drive 96.6% clearance despite sluggish factory demand

Steep discounts of CNY 300–500/ton against domestic spot offers propelled aggregate clearance at Shenhua Baotou Coal Chemical Co. to 96.6% on Wednesday, as buyers flocked to the platform to sidestep elevated open-market prices.
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14 Oct 2026

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Market Flash - 14 October 2026

Escalating conflicts in the Middle East, including attacks on key Saudi infrastructure and mounting hostilities against oil vessels in the Strait of Hormuz, returned to the centre of market attention on Wednesday,
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14 Oct 2026

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China Morning Snapshot – 14 October 2026

Beneath the muted domestic sentiment, a more consequential development is building. Homo-PP yarn in China has climbed steadily for nearly 4 months, with the higher end of the range now approaching CNY 11,000/ton.
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